RightFocus Investments Pvt. Ltd.

Bangalore – www.finatoz.com – 14/05/2022

Salary – 4 to 7 LPA

Job Title

Associate Financial Advisor

Company Profile

  • RightFocus Investments Pvt. Ltd. is located in Bengaluru, Karnataka, India and is part of the Management, Scientific, and Technical Consulting Services Industry.

Job Profile & Responsibilities

  • Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an inhouse tool to create the Financial plan.

  • Analysis of customer’s current portfolio and advising him to sell / redeem his bad assets.

  • Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.

  • Review and track the financial plan for the customers assigned to you.

  • Training the sales team on the basics of Financial planning.

Preferred Qualifications

  • MBA-Finance / Post graduation in Finance.
  • CWM or CFP or NISM IA Level-2.

Desired Candidate Profile

  • 2 to 4 years of relevant experience.
  • Proficiency in Microsoft Excel will be an added advantage.
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